券商中国 利好来了！刚刚宣布：上调！ 原创 阅读全文 分享一篇文章。 ...

Core Viewpoint - The article discusses the recent adjustments in tax policies affecting various industries, particularly focusing on the cancellation and modification of VAT incentives for wind power, nuclear power, and other sectors, as part of a broader fiscal reform initiative aimed at standardizing tax benefits and increasing government revenue [3][11]. Group 1: Wind Power - The VAT exemption policy for onshore wind power, which allowed a 50% immediate refund since 2015, will be abolished starting November 1, 2023, while a similar policy for offshore wind power will remain in place until December 31, 2027 [4][5]. - The decision to remove the tax incentive for onshore wind power indicates that the technology has matured and is now competitive without special support [4][5]. Group 2: Nuclear Power - The VAT refund policy for nuclear power, which provided phased reductions over 15 years, will no longer apply to new nuclear projects approved after November 1, 2025 [6][7]. - Existing projects will continue to benefit from the previous tax incentives until their respective deadlines, ensuring a smooth transition for investors [7]. Group 3: Other Industries - The VAT refund policy for financing leasing services, which allowed refunds for tax burdens exceeding 3%, will be terminated on November 1, 2023 [8][9]. - The VAT exemption for aircraft maintenance services and other related sectors will also be abolished, impacting the cost structure for these industries [10]. - The cancellation of various tax incentives is part of a broader effort to streamline tax policies and enhance fiscal revenue, as indicated by recent fiscal data showing a slight increase in public budget revenue but a decline in government fund income [11][12].

牛市来了还没上车？上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限 量发放！先到先得！ 最新数据显示，2025年9月，A股市场融资融券新开账户数量突破20万户，创下年内月度新高。与 此同时，两融余额同步攀升至历史高位。多项指标显示，当前杠杆资金风险整体可控，市场结构趋 于稳健。 开户数与余额齐升 数据显示， 2025年9月A股市场融资融券新开账户数量达20.54万户，环比增长超12%，同比增长 超288%，创今年以来的月度新高 。这一数据表明，投资者对两融业务的参与热情快速提升。 | | 2025年1-9月融资融券新开账户数情况 | | --- | --- | | 时间 | 本期新开账户数(户) | | 2025年9月 | 205395 | | 2025年8月 | 182996 | | 2025年7月 | 123635 | | 2025年6月 | 101369 | | 2025年5月 | 88728 | | 2025年4月 | 105946 | | 2025年3月 | 144542 | | 2025年2月 | 97356 | | 2025年1月 | 74075 | | | 数据来源:C ...

牛市来了还没上车？上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限 量发放！先到先得！ AI超级巨头突遭猛烈抛售。 美东时间周五，美股盘中，全球云计算巨头甲骨文股价大跳水，盘中一度暴跌超8%。有分析指出，投资 者对甲骨文的AI数据中心业务的盈利能力产生质疑，进而选择了高位抛售。 面对市场的质疑，甲骨文向投资者作出明确承诺：这项主要由英伟达芯片租赁构成的业务，最终将实现 30%至40%的毛利率。科技媒体The Information日前报道称，甲骨文过去五个季度GPU租赁业务的毛利 率仅为16%左右，远低于公司整体约70%的毛利率水平，引发市场对其AI业务盈利能力的担忧。 AI巨头大跳水 美东时间10月17日，美股盘中，甲骨文股价大幅跳水，截至收盘，跌幅达6.93%，创下今年1月以来最差 单日表现，也成为当日标普500指数中跌幅最大的股票之一。 ORCL 甲骨文 收盘价 10/17 16:00:00 (美东) | 304.280 今 开 303.750 291.310+ | | --- | | 287.500 昨 收 313.000 -21.690 -6.93% - - - - 最 - ...

牛市来了还没上车？上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限 量发放！先到先得！ 今天全球市场突然全线变脸下跌，遭遇了黑色星期五，按照现在流行的说法就是， 本来应该 是从从容容游刃有余，现在是匆匆忙忙连滚带爬！ 按照惯例，我们还是一起分析一下原因。 全球暴跌 10月17日，全球市场跳水下跌。 美股三大股指期货延续跌势，纳斯达克100指数期货跌1.5%，标普500指数期货跌1.4%，道 指期货跌1%。 日本股市收盘后，日经期货跌约2%。 | 行情 | 资金净流入 | 涨跌分布 | | --- | --- | --- | | 上证指数 | 深证成指 | 北证50 | | 3839.76 | 12688.94 | 1432.87 | | -76.47 -1.95% -397.47 -3.04% -55.84 -3.75% | | | | 科创50 | 创业板指 | 万得全A | | 1363.17 | 2935.37 | 6108.41 | | -53.41 - -3.77% - -102.07 - -3.36% - -160.02 - -2.55% | | | | 沪深300 | 中 ...

Core Viewpoint - The article discusses the recent performance of various sectors in the stock market, highlighting the strength of high-dividend assets, particularly in the coal and real estate sectors, while noting the decline in technology and new energy stocks [3][5][9][14]. Coal Sector - The coal sector has shown continuous strength, with significant increases in stock prices for companies like Antai Group and Dayou Energy, both reaching their daily limit up [6][8]. - Analysts attribute the coal sector's performance to three main factors: renewed market interest in high-dividend strategies, expectations of improved quarterly earnings, and seasonal demand increases as winter approaches [8][9]. - According to Citic Securities, the coal market has rebounded since July, leading to a noticeable increase in prices, with a projected 18% quarter-on-quarter increase in net profits for major coal companies in Q3 [9]. Real Estate Sector - The real estate sector experienced a surge, with stocks like Shen Zhen Yi A and Shang Shi Fa Zhan hitting their daily limit up [11][12]. - Recent policy changes in cities like Chengdu and Nanjing aim to enhance housing loan accessibility, which is expected to stimulate the real estate market [13]. - Guojin Securities recommends investing in real estate stocks due to their low valuations and potential benefits from favorable policies, particularly focusing on developers with strong positions in core first- and second-tier cities [14].

Core Viewpoint - The article discusses the current state of the A-share market, highlighting a shift in investment focus from technology sectors to traditional industries, with banks and commodities showing resilience amid market fluctuations [3][6]. Market Performance - On October 17, A-share indices weakened, with the Shanghai Composite Index down 1%, Shenzhen Component Index down nearly 2%, and the ChiNext Index down 2.37% [3]. - A total of 4,192 stocks in the Shanghai, Shenzhen, and Beijing markets experienced declines [3]. Sector Analysis - Sectors such as electric grid equipment, semiconductor chips, photovoltaic wind power, and nuclear fusion saw significant declines [5]. - The banking sector, however, showed an upward trend, with the banking index rising for seven consecutive days. Agricultural Bank of China achieved a historical high, supported by regulatory approval for acquisitions [5]. Investment Trends - There has been a noticeable style shift in the market, with traditional sectors like banking, coal, and liquor gaining traction, while technology-related sectors such as electronics and computing have faced corrections [6]. - Analysts suggest that the current liquidity environment, influenced by the Federal Reserve's interest rate cuts, may enhance market risk appetite and support a balanced investment strategy between growth and value [6]. Future Outlook - Fund managers believe that the technology sector's growth narrative remains intact, with potential for recovery following recent corrections. The focus is expected to return to high-growth and long-term growth themes [7]. - The article emphasizes the importance of monitoring market conditions, suggesting that high-dividend and consumer sectors may be more attractive in the short term, while advanced manufacturing could be a key focus in the medium term [6][7].

Market Overview - The U.S. stock market experienced a decline, with all three major indices closing lower on October 16. The Dow Jones fell by 0.65% to 45,952.24 points, the S&P 500 dropped by 0.63% to 6,629.07 points, and the Nasdaq decreased by 0.47% to 22,562.54 points [4][5][6] - Concerns over bad debts in the banking sector intensified, leading to a widespread drop in bank stocks. The S&P Regional Banking Select Industry Index plummeted by 6.3%, marking its largest decline since April [14][16] Banking Sector - Zion Bank's stock fell by 13.1% due to significant provisions for bad debts related to several borrowers. Western Alliance Bancorporation's stock dropped by 10.8% following allegations of fraud against a borrower [15][18] - Major banks such as JPMorgan, Goldman Sachs, Citigroup, Morgan Stanley, and Bank of America all saw declines, with JPMorgan down over 2% and Citigroup down over 3% [18][19][20] Economic Indicators - The VIX index, a measure of market volatility, surged to its highest level since May, indicating increased investor anxiety [9] - The yield on the 10-year Treasury bond fell below 4%, reflecting market sentiment regarding economic uncertainty [9] Commodity Market - Oil prices hit a five-month low, with WTI crude oil settling at $57.46 per barrel and Brent crude at $61.06 per barrel, influenced by expectations of increased Russian oil supply [21] - Gold prices reached a record high, with spot gold rising by 2.9% to surpass $4,331 per ounce, driven by expectations of continued monetary easing by the Federal Reserve [22]

牛市来了还没上车？上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限 量发放！先到先得！ 美联储未来的降息路径突生变数。 目前，美联储内部的分歧正在加大。美东时间10月16日，美联储新任理事米兰表示，支持在10月议息会 议上降息50个基点。同日，美联储理事沃勒表示，他主张维持每次25个基点的谨慎降息步伐以应对疲软 的劳动力市场。 值得注意的是，最新迹象显示，利率市场的交易员们正在加码押注美联储在10月晚些时候或12月的议息 会议上至少实施一次50个基点的"超常规"降息。根据芝商所的FedWatch工具显示，市场目前几乎完全预 期美联储将在10月份的会议上降息25个基点，可能性为97.8%。 "应该降息50个基点" 美东时间10月16日，美联储新任理事斯蒂芬·米兰表示，美联储应该降息50个基点，他认为贸易紧张局势 近期升级给美国经济制造了更大的下行风险，需要快速放松货币政策。 他在采访中说道："如果货币政策保持目前的紧缩程度，而经济又遭受这样的冲击，确实会实质性地增加 该冲击的负面后果，支持在10月会议上降息50个基点。" 但米兰承认："预计10月实际将降息25个基点。我与同事之间政策分歧 ...

2025年以来 4,500 60% 2019 2024 18.63% 27.39% 4.000 2017 2023 12-72% 13.45% 3.500 2020 2016 25.22% 8.70% 3.000 2021 2022 2,500 2015 -3.41% 2018 0.08% -1.88% -10.50% 2,000 1,500 1.000 2019-01-05 202101-05 30pp01-05 201701-05 2018-01-05 2020-01-05 近10年COMEX黄金年度涨跌幅 黄金近10年行情 金价还能涨多少? 在多重因素助推下,黄金价格一路"高歌猛进",接连突破历史高位。 即使今年以来涨幅达60%,华尔街巨头却并未因此"恐高",纷纷上调 黄金价格展望。 = 天具具 | 链接您与财富 历史新高不代表不会回调。当前价位情 绪驱动成分较大,切勿因害怕错过而盲 目重仓追入。 未来金价还能涨多少? 人人十女 マモン町 L 2日本 1400000 将2020年更显价格]则工同主母 5000美元。 美国银行 预测金价将在2026年下半年达到4500 美元/盎司。 摩根士丹利 将2026 ...